We are live on ! Find out more

2,063 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 849 increasing their positions, 845 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $139B → $147B (+$7.65B)

1% more funds holding in top 10

Funds holding in top 10: 169170 (+1)

0.48% more ownership

Funds ownership: 68.15%68.63% (+0.48%)

0% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 845

2% less funds holding

Funds holding: 2,1032,063 (-40)

20% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,063
Holders Change
-40
Holders Change %
-1.9%
% of All Funds
45.23%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
104
Increased
849
Reduced
845
Closed
130
Calls
$5.39B
Puts
$7.11B
Net Calls
-$1.71B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1326
Waldron Private Wealth
Pennsylvania
$1.03M -$155K -435 -14%
JMFC
1327
J.M. Forbes & Co
Massachusetts
$1.03M
EDRH
1328
Edmond de Rothschild Holding
Switzerland
$1.03M
KFA
1329
Kelleher Financial Advisors
New York
$1.03M
JCM
1330
Jag Capital Management
Missouri
$1.02M -$155K -433 -14%
GEA
1331
Glen Eagle Advisors
New Jersey
$1.02M -$34K -95 -3%
MIM
1332
Marco Investment Management
Georgia
$1.02M +$23.9K +67 +3%
PD
1333
Planning Directions
Pennsylvania
$1.02M -$337K -943 -26%
GWS
1334
Glassman Wealth Services
Virginia
$1.02M -$2.5K -7 -0.3%
TC
1335
Truvestments Capital
Florida
$1.02M -$75.8K -212 -7%
SCP
1336
Stamos Capital Partners
California
$1.02M
ZCI
1337
Zevenbergen Capital Investments
Washington
$1.01M -$26.1K -73 -3%
AIA
1338
Angeles Investment Advisors
California
$1.01M +$168K +470 +21%
SIAG
1339
Signet Investment Advisory Group
Rhode Island
$1.01M -$8.94K -25 -0.9%
PO
1340
Private Ocean
California
$1.01M +$51.5K +144 +6%
HPWM
1341
Highland Private Wealth Management
Washington
$1.01M +$103K +289 +12%
MWM
1342
Mascoma Wealth Management
New Hampshire
$1.01M -$17.9K -50 -2%
NAS
1343
Nicolet Advisory Services
Wisconsin
$993K -$2.5K -7 -0.3%
BOTW
1344
Bank of the West
California
$991K +$168K +469 +22%
CA
1345
Cornerstone Advisory
Maryland
$989K -$4.65K -13 -0.5%
WWM
1346
Windsor Wealth Management
Indiana
$986K -$113K -315 -11%
BPCA
1347
Bank Pictet & Cie (Asia)
Singapore
$973K
NF
1348
Nikulski Financial
Iowa
$971K -$8.94K -25 -1%
HEIP
1349
Hudson Edge Investment Partners
New Jersey
$971K
CFMC
1350
Curbstone Financial Management Corp
New Hampshire
$970K -$35.7K -100 -4%

BA Hedge Fund Activity: Q3 2019 in Review

2,063 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2019, worth a combined $147B — up 5.5% from $139B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of BA and 104 opened new positions — a net loss of 26 holders — while 845 trimmed existing stakes and 849 added.

The largest buyer was Capital World Investors, adding an estimated $2.49B. The largest seller was Fidelity Investments, cutting an estimated $885M.

  • 2,063 institutional investors held Boeing (BA) as of Q3 2019, down from 2,103 in Q2 2019.
  • Funds reported $147B of Boeing stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 104 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -26 holders.
  • The largest Boeing buyer in Q3 2019 was Capital World Investors, an estimated $2.49B added.
  • The largest Boeing seller in Q3 2019 was Fidelity Investments, an estimated $885M sold.

Based on aggregated 13F filings for Q3 2019.